Barry Levine Financial Services, Inc.
Barry Levine,
CLU, ChFC, LUTCF, MBA
Your Income Specialist For Life!
33 Years Helping Clients Manage,
Maintain and Distribute Wealth
For 33 years we have been helping clients pursue their financial goals. Here you will get a better idea of who we are and the principles we live by. Our philosophy has always been to provide our clients with a personalized financial road map. Like any road map, there will be alternative routes to consider. Our job is to provide you with the pros and cons of each route and help guide you in the right direction.
This website will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, tax savings, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
Be sure to add our site to your Internet browser's favorites list. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal and business finance.
Referrals Are Our Life Blood
And, of course, we treasure each and every one of our clients. That is why nearly all of our new business comes from individual and business referrals.
Your Opportunity To Do A Good Deed
Do a favor to those people you care about most. Send them this link so they, too, can be as well informed as you! Together, we can maneuver those financial twists and turns towards the finish line of your choice.
Barry Levine, CLU, ChFC, LUTCF, MBA
Chartered Financial Consultant
LPL Investment Advisor Representative